Kathleen Marie Pratt
Chief Compliance OfficerIntegrated Financial Strategies, LLCCRD 7896010
About Kathleen Marie Pratt
Kathleen Marie Pratt is listed as Chief Compliance Officer at Integrated Financial Strategies, LLC in Fort Lauderdale, FL. Form ADV reports a beneficial ownership band of Under 5%. Kathleen Marie Pratt is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Integrated Financial Strategies, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathleen Marie Pratt work?
Kathleen Marie Pratt is listed as Chief Compliance Officer at Integrated Financial Strategies, LLC on SEC Form ADV.
How much of Integrated Financial Strategies, LLC does Kathleen Marie Pratt own?
Form ADV reports a beneficial ownership band of Under 5%.
Integrated Financial Strategies, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Financial Planning Services, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |